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LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 401k Plan overview

Plan NameLEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN
Plan identification number 001

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEGAL AID SERVICES OF OREGON has sponsored the creation of one or more 401k plans.

Company Name:LEGAL AID SERVICES OF OREGON
Employer identification number (EIN):930635480
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about LEGAL AID SERVICES OF OREGON

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1974-02-13
Company Identification Number: 10474518
Legal Registered Office Address: 520 SW SIXTH AVENUE SUITE 1130

PORTLAND
United States of America (USA)
97204

More information about LEGAL AID SERVICES OF OREGON

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01MEGHAN COLLINS
0012017-01-01PHILIP T MARTIN
0012016-01-01PHILIP MARTIN PHILIP MARTIN2017-10-12
0012016-01-01
0012015-01-01PHILIP MARTIN
0012014-01-01PHILIP MARTIN PHILIP MARTIN2015-10-05
0012013-01-01PHILIP MARTIN PHILIP MARTIN2014-10-10
0012012-01-01PHILIP MARTIN PHILIP MARTIN2013-10-10
0012011-01-01PHILIP T MARTIN PHILIP T MARTIN2012-10-17
0012009-01-01PHILIP MARTIN

Plan Statistics for LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN

401k plan membership statisitcs for LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN

Measure Date Value
2023: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01163
Total number of active participants reported on line 7a of the Form 55002023-01-0193
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0173
Total of all active and inactive participants2023-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01166
Number of participants with account balances2023-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01158
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-0188
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01158
Number of participants with account balances2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-0181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01155
Number of participants with account balances2020-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-0178
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01147
Number of participants with account balances2019-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-0186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01156
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01138
Total number of active participants reported on line 7a of the Form 55002016-01-0177
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0173
Total of all active and inactive participants2016-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01151
Number of participants with account balances2016-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-0171
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01138
Number of participants with account balances2015-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-0172
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01138
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-0177
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01139
Number of participants with account balances2013-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01142
Number of participants with account balances2012-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01152
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01158
Number of participants with account balances2011-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01154
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01164
Number of participants with account balances2009-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN

Measure Date Value
2023 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,983,161
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,070,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,040,897
Value of total corrective distributions2023-12-31$6,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,006,252
Value of total assets at end of year2023-12-31$13,087,063
Value of total assets at beginning of year2023-12-31$12,174,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$23,143
Total interest from all sources2023-12-31$937
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$263,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$263,638
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$571,654
Participant contributions at end of year2023-12-31$9,760
Participant contributions at beginning of year2023-12-31$24,690
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$20,287
Assets. Other investments not covered elsewhere at end of year2023-12-31$645,128
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$553,678
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$9,436
Other income not declared elsewhere2023-12-31$91,450
Administrative expenses (other) incurred2023-12-31$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$912,193
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,087,063
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,174,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,826,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,010,647
Interest on participant loans2023-12-31$937
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$588,288
Value of interest in common/collective trusts at beginning of year2023-12-31$549,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,602,348
Net investment gain or loss from common/collective trusts2023-12-31$18,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$425,162
Employer contributions (assets) at end of year2023-12-31$17,251
Employer contributions (assets) at beginning of year2023-12-31$16,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,040,897
Contract administrator fees2023-12-31$15,643
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2023-12-31027436032
2022 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,283,483
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$842,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$816,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$947,403
Value of total assets at end of year2022-12-31$12,174,870
Value of total assets at beginning of year2022-12-31$14,301,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,088
Total interest from all sources2022-12-31$1,269
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$233,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$233,489
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$547,275
Participant contributions at end of year2022-12-31$24,690
Participant contributions at beginning of year2022-12-31$45,874
Participant contributions at end of year2022-12-31$20,287
Participant contributions at beginning of year2022-12-31$22,436
Assets. Other investments not covered elsewhere at end of year2022-12-31$553,678
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$870,861
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,021
Other income not declared elsewhere2022-12-31$-126,683
Administrative expenses (other) incurred2022-12-31$10,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,126,198
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,174,870
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,301,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,010,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,893,096
Interest on participant loans2022-12-31$1,269
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$549,539
Value of interest in common/collective trusts at beginning of year2022-12-31$453,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,351,105
Net investment gain or loss from common/collective trusts2022-12-31$12,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$376,107
Employer contributions (assets) at end of year2022-12-31$16,029
Employer contributions (assets) at beginning of year2022-12-31$15,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$816,627
Contract administrator fees2022-12-31$16,063
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2022-12-31027436032
2021 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,507,080
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$549,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$524,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$893,975
Value of total assets at end of year2021-12-31$14,301,068
Value of total assets at beginning of year2021-12-31$12,343,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,171
Total interest from all sources2021-12-31$2,268
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$215,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$215,872
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$522,134
Participant contributions at end of year2021-12-31$45,874
Participant contributions at beginning of year2021-12-31$57,833
Participant contributions at end of year2021-12-31$22,436
Participant contributions at beginning of year2021-12-31$18,070
Assets. Other investments not covered elsewhere at end of year2021-12-31$870,861
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$868,824
Other income not declared elsewhere2021-12-31$123,853
Administrative expenses (other) incurred2021-12-31$10,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,957,402
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,301,068
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,343,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,893,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,954,936
Interest on participant loans2021-12-31$2,268
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$453,304
Value of interest in common/collective trusts at beginning of year2021-12-31$429,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,261,474
Net investment gain or loss from common/collective trusts2021-12-31$9,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$371,841
Employer contributions (assets) at end of year2021-12-31$15,497
Employer contributions (assets) at beginning of year2021-12-31$14,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$524,507
Contract administrator fees2021-12-31$15,121
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2021-12-31027436032
2020 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,257,983
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$830,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$805,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$803,543
Value of total assets at end of year2020-12-31$12,343,666
Value of total assets at beginning of year2020-12-31$10,916,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,920
Total interest from all sources2020-12-31$4,087
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$177,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$177,583
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$432,317
Participant contributions at end of year2020-12-31$57,833
Participant contributions at beginning of year2020-12-31$130,913
Participant contributions at end of year2020-12-31$18,070
Participant contributions at beginning of year2020-12-31$16,407
Assets. Other investments not covered elsewhere at end of year2020-12-31$868,824
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$809,119
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38,007
Other income not declared elsewhere2020-12-31$94,259
Administrative expenses (other) incurred2020-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,427,075
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,343,666
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,916,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,954,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,540,242
Interest on participant loans2020-12-31$4,087
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$429,055
Value of interest in common/collective trusts at beginning of year2020-12-31$408,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,163,937
Net investment gain or loss from common/collective trusts2020-12-31$14,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$333,219
Employer contributions (assets) at end of year2020-12-31$14,948
Employer contributions (assets) at beginning of year2020-12-31$11,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$805,988
Contract administrator fees2020-12-31$14,870
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2020-12-31027436032
2019 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,474,308
Total income from all sources (including contributions)2019-12-31$2,474,308
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,283,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,260,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,260,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$665,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$665,781
Value of total assets at end of year2019-12-31$10,916,591
Value of total assets at end of year2019-12-31$10,916,591
Value of total assets at beginning of year2019-12-31$9,725,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,734
Total interest from all sources2019-12-31$8,276
Total interest from all sources2019-12-31$8,276
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$219,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$219,293
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$219,293
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$382,454
Participant contributions at end of year2019-12-31$130,913
Participant contributions at beginning of year2019-12-31$189,431
Participant contributions at beginning of year2019-12-31$189,431
Participant contributions at end of year2019-12-31$16,407
Participant contributions at end of year2019-12-31$16,407
Assets. Other investments not covered elsewhere at end of year2019-12-31$809,119
Assets. Other investments not covered elsewhere at end of year2019-12-31$809,119
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$701,415
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$701,415
Other income not declared elsewhere2019-12-31$141,867
Other income not declared elsewhere2019-12-31$141,867
Administrative expenses (other) incurred2019-12-31$202
Administrative expenses (other) incurred2019-12-31$202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,190,967
Value of net income/loss2019-12-31$1,190,967
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,916,591
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,916,591
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,725,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,000
Investment advisory and management fees2019-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,540,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,540,242
Interest on participant loans2019-12-31$8,276
Interest on participant loans2019-12-31$8,276
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$408,001
Value of interest in common/collective trusts at end of year2019-12-31$408,001
Value of interest in common/collective trusts at beginning of year2019-12-31$8,834,778
Value of interest in common/collective trusts at beginning of year2019-12-31$8,834,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,429,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,429,546
Net investment gain or loss from common/collective trusts2019-12-31$9,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$283,327
Contributions received in cash from employer2019-12-31$283,327
Employer contributions (assets) at end of year2019-12-31$11,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,260,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,260,607
Contract administrator fees2019-12-31$12,532
Contract administrator fees2019-12-31$12,532
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2019-12-31027436032
Accountancy firm EIN2019-12-31027436032
2018 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$140,679
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$243,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$243,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$644,606
Value of total assets at end of year2018-12-31$9,725,624
Value of total assets at beginning of year2018-12-31$9,828,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$698
Total interest from all sources2018-12-31$6,698
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$315,531
Participant contributions at end of year2018-12-31$189,431
Participant contributions at beginning of year2018-12-31$171,579
Assets. Other investments not covered elsewhere at end of year2018-12-31$701,415
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$745,571
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$68,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-103,186
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,725,624
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,828,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$6,698
Value of interest in common/collective trusts at end of year2018-12-31$8,834,778
Value of interest in common/collective trusts at beginning of year2018-12-31$8,911,660
Net investment gain or loss from common/collective trusts2018-12-31$-510,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$260,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$243,167
Contract administrator fees2018-12-31$698
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2018-12-31027436032
2017 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,712,597
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$411,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$411,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$595,288
Value of total assets at end of year2017-12-31$9,828,810
Value of total assets at beginning of year2017-12-31$8,528,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$738
Total interest from all sources2017-12-31$4,630
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$310,607
Participant contributions at end of year2017-12-31$171,579
Participant contributions at beginning of year2017-12-31$144,034
Assets. Other investments not covered elsewhere at end of year2017-12-31$745,571
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$649,101
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,690
Other income not declared elsewhere2017-12-31$-1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,300,709
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,828,810
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,528,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$4,630
Value of interest in common/collective trusts at end of year2017-12-31$8,911,660
Value of interest in common/collective trusts at beginning of year2017-12-31$7,734,966
Net investment gain or loss from common/collective trusts2017-12-31$1,112,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$255,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$411,150
Contract administrator fees2017-12-31$738
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2017-12-31027436032
2016 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,025,090
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$304,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$303,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$525,401
Value of total assets at end of year2016-12-31$8,528,100
Value of total assets at beginning of year2016-12-31$7,807,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$337
Total interest from all sources2016-12-31$4,578
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$262,061
Participant contributions at end of year2016-12-31$144,034
Participant contributions at beginning of year2016-12-31$142,890
Participant contributions at beginning of year2016-12-31$2,475
Assets. Other investments not covered elsewhere at end of year2016-12-31$649,101
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$601,872
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$88
Other income not declared elsewhere2016-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$721,027
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,528,100
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,807,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$4,578
Value of interest in common/collective trusts at end of year2016-12-31$7,734,965
Value of interest in common/collective trusts at beginning of year2016-12-31$7,059,748
Net investment gain or loss from common/collective trusts2016-12-31$495,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$241,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$303,726
Contract administrator fees2016-12-31$337
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2016-12-31027436032
2015 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$577,412
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$334,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$322,467
Expenses. Certain deemed distributions of participant loans2015-12-31$11,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$608,115
Value of total assets at end of year2015-12-31$7,807,073
Value of total assets at beginning of year2015-12-31$7,564,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$152
Total interest from all sources2015-12-31$4,164
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$226,974
Participant contributions at end of year2015-12-31$142,890
Participant contributions at beginning of year2015-12-31$140,916
Participant contributions at end of year2015-12-31$2,475
Assets. Other investments not covered elsewhere at end of year2015-12-31$601,872
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$680,912
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$168,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$242,870
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,807,073
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,564,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$4,164
Value of interest in common/collective trusts at end of year2015-12-31$7,059,748
Value of interest in common/collective trusts at beginning of year2015-12-31$6,742,375
Net investment gain or loss from common/collective trusts2015-12-31$-34,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$212,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$322,467
Contract administrator fees2015-12-31$152
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2015-12-31027436032
2014 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$821,501
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$49,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,268
Expenses. Certain deemed distributions of participant loans2014-12-31$3,080
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$447,781
Value of total assets at end of year2014-12-31$7,564,203
Value of total assets at beginning of year2014-12-31$6,792,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$173
Total interest from all sources2014-12-31$3,559
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$225,444
Participant contributions at end of year2014-12-31$140,916
Participant contributions at beginning of year2014-12-31$94,914
Assets. Other investments not covered elsewhere at end of year2014-12-31$680,912
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$632,632
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$771,980
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,564,203
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,792,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$3,559
Value of interest in common/collective trusts at end of year2014-12-31$6,742,375
Value of interest in common/collective trusts at beginning of year2014-12-31$6,064,677
Net investment gain or loss from common/collective trusts2014-12-31$370,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$222,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$46,268
Contract administrator fees2014-12-31$173
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2014-12-31027436032
2013 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,307,343
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$471,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$471,082
Expenses. Certain deemed distributions of participant loans2013-12-31$748
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$452,231
Value of total assets at end of year2013-12-31$6,792,223
Value of total assets at beginning of year2013-12-31$5,956,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$132
Total interest from all sources2013-12-31$2,141
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$241,129
Participant contributions at end of year2013-12-31$94,914
Participant contributions at beginning of year2013-12-31$84,224
Assets. Other investments not covered elsewhere at end of year2013-12-31$632,632
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$590,679
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$705
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$835,381
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,792,223
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,956,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$2,141
Value of interest in common/collective trusts at end of year2013-12-31$6,064,677
Value of interest in common/collective trusts at beginning of year2013-12-31$5,281,234
Net investment gain or loss from common/collective trusts2013-12-31$852,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$190,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$471,082
Contract administrator fees2013-12-31$132
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2013-12-31027436032
2012 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$899,741
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$481,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$468,309
Expenses. Certain deemed distributions of participant loans2012-12-31$13,329
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$383,202
Value of total assets at end of year2012-12-31$5,956,842
Value of total assets at beginning of year2012-12-31$5,538,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$102
Total interest from all sources2012-12-31$1,993
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$246,629
Participant contributions at end of year2012-12-31$84,224
Participant contributions at beginning of year2012-12-31$96,944
Assets. Other investments not covered elsewhere at end of year2012-12-31$590,679
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$574,725
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$20,349
Other income not declared elsewhere2012-12-31$34,489
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$418,001
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,956,842
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,538,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$1,993
Value of interest in common/collective trusts at end of year2012-12-31$5,281,234
Value of interest in common/collective trusts at beginning of year2012-12-31$4,846,823
Net investment gain or loss from common/collective trusts2012-12-31$480,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$116,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$468,309
Contract administrator fees2012-12-31$102
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2012-12-31027436032
2011 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$622,573
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$620,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$600,751
Expenses. Certain deemed distributions of participant loans2011-12-31$19,938
Value of total corrective distributions2011-12-31$229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$571,044
Value of total assets at end of year2011-12-31$5,538,841
Value of total assets at beginning of year2011-12-31$5,537,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34
Total interest from all sources2011-12-31$2,965
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$302,261
Participant contributions at end of year2011-12-31$96,944
Participant contributions at beginning of year2011-12-31$114,385
Assets. Other investments not covered elsewhere at end of year2011-12-31$574,725
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$699,881
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$20,349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$27,581
Other income not declared elsewhere2011-12-31$229
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,621
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,538,841
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,537,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$2,965
Value of interest in common/collective trusts at end of year2011-12-31$4,846,823
Value of interest in common/collective trusts at beginning of year2011-12-31$4,695,373
Net investment gain or loss from common/collective trusts2011-12-31$48,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$268,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$600,751
Contract administrator fees2011-12-31$34
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FREDERICK K. ERICKSON, CPA
Accountancy firm EIN2011-12-31911802884
2010 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,115,646
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$108,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$107,775
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$648,772
Value of total assets at end of year2010-12-31$5,537,220
Value of total assets at beginning of year2010-12-31$4,529,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$3,374
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$340,086
Participant contributions at end of year2010-12-31$114,385
Participant contributions at beginning of year2010-12-31$88,641
Assets. Other investments not covered elsewhere at end of year2010-12-31$699,881
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$625,184
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$27,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$24,663
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,007,625
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,537,220
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,529,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$3,374
Value of interest in common/collective trusts at end of year2010-12-31$4,695,373
Value of interest in common/collective trusts at beginning of year2010-12-31$3,791,107
Net investment gain or loss from common/collective trusts2010-12-31$463,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$306,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$107,775
Contract administrator fees2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FREDERICK R. ERICKSON
Accountancy firm EIN2010-12-31911802884
2009 : LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN

2023: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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